Washington Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-86
| Closed | -$6.48K | – | 338 |
|
|
2025
Q1 | $6.48K | Sell |
86
-1
| -1% | -$75 | ﹤0.01% | 632 |
|
|
2024
Q4 | $5.77K | Sell |
87
-4
| -4% | -$265 | ﹤0.01% | 724 |
|
|
2024
Q3 | $6.43K | Buy |
91
+3
| +3% | +$212 | ﹤0.01% | 710 |
|
|
2024
Q2 | $5.26K | Sell |
88
-2
| -2% | -$119 | ﹤0.01% | 730 |
|
|
2024
Q1 | $5.41K | Sell |
90
-2
| -2% | -$120 | ﹤0.01% | 731 |
|
|
2023
Q4 | $5.33K | Buy |
+92
| New | +$5.33K | ﹤0.01% | 708 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$2K | – | 944 |
|
|
2021
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 817 |
|